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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,659 | $49,791+17.8% | $78,210-25.0% | $70,126-16.4% |
| Participation rate | 33.3% | 62.3%-29.0pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 15.21% | 20.75%-5.5pp | 40.90%-25.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $676 | $2,150-68.6% | $2,823-76.1% | $3,332-79.7% |
| Admin fee / account holder | $13,252 | $3,181+316.6% | $3,758+252.6% | $4,645+185.3% |